Assigning a Resource Team to a Resource
Perform these steps to assign a resource team to a resource. You can do this from either the Resources tab or the Resource Teams tab. Use this method if you want to view all the resource teams assigned to a single resource.
To assign a resource to a resource team:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Resources tab.
- On the Resources tab:
- Click the name of the resource you are assigning to a resource team.
- Click the Resource Teams detail window.
- In the Resource Teams detail window, click Assign....
- In the Select Resource Team dialog box:
- Expand either the Global or User category, and select a resource team.
- Click Select.
- Click Save.
Tips
To view all resources assigned to a particular resource team, assign a resource to a resource team from the Resource Team tab.
Related Topics
Assigning a Role to a Resource
Assigning Calendars to Resources
Assigning Locations to Resources
Configuring Timesheet Reporting for Resources
Creating Import Templates for Importing Resources
Resources Tab of the Administration Page
Resource Teams Detail Window of the Resources Tab of the Administration Page
Assigning a Resource to a Resource Team
Last Published Wednesday, July 10, 2024